13F Insight
DOSSIER · 13F-HR · Q2 2026

True Wealth Design, LLC

$420M in tracked AUM across 2,656 positions as of Q2 2026.

TW
CIK 0001966033 · last filed Jun 30, 2026
Total AUM
$420M
as of Q2 2026
Holdings
2,656
—
positions
Whale Score
57
57
tracked
Activity
—
no data
changes this Q
AI Analysis · Q2 2026

True Wealth Design, LLC filed its latest 13F-HR for Q2 2026. See the latest holdings and position changes below.

Quarter at a glance — Q2 2026

Position-change comparison pending.

No quarter-over-quarter changes available.

Top 10 holdings

By portfolio weight as of Q2 2026.

#HoldingValueSharesWeight
01
DFAC
DIMENSIONAL ETF TRUST
$66M1.5M15.8%02
BOXX
EA SERIES TRUST
$57M486K13.5%03
DFIC
DIMENSIONAL ETF TRUST
$42M1.1M10.1%04
DUHP
DIMENSIONAL ETF TRUST
$33M785K7.8%05
DFEV
DIMENSIONAL ETF TRUST
$30M694K7.0%06
TYA
SIMPLIFY EXCHANGE TRADED FUN
$19M1.5M4.5%07
DIHP
DIMENSIONAL ETF TRUST
$17M498K4.0%08
AVUV
AMERICAN CENTY ETF TR
$13M106K3.2%09
MTBA
SIMPLIFY EXCHANGE TRADED FUN
$11M220K2.6%10
RFIX
SIMPLIFY EXCHANGE TRADED FUN
$7M168K1.6%

Filing history

2026Q2Jun 30
$420M▲ 16.7%
2,656 positionsView →2026Q1Mar 31
$360M▲ 5.7%
2,699 positionsView →2025Q4Dec 31
$341M▲ 4.3%
2,556 positionsView →2025Q3Sep 30
$327M▲ 15.3%
2,712 positionsView →2025Q2Jun 30
$284M▲ 24.7%
2,565 positionsLocked2025Q1Mar 31
$228M▼ 11.7%
1,396 positionsLocked2024Q4Dec 31
$258M▲ 0.6%
1,350 positionsLocked2024Q3Sep 30
$256M▼ 36.7%
1,274 positionsLocked2024Q2Jun 30
$405M▲ 0.8%
780 positionsLocked2024Q1Mar 31
$401M▲ 13.0%
787 positionsLocked2023Q4Dec 31
$355M▲ 18.8%
778 positionsLocked2023Q3Sep 30
$299M▲ 9.3%
770 positionsLocked
Showing 12 of 15